It’s January 2nd, 2024, and my 34th anniversary in practice as a Financial Advisor and Investment Manager.
I am pretty aware, just about every single day, of how much I appreciate my clients, and how fortunate I am to be able to do what I do. Running a practice such as Financial Concepts Unlimited, LLC (FCU) takes a lot of time and effort, and a large portion of my life, and yet, because of the relationships I have with my clients, devoting the time and effort necessary to do justice to these relationships, have actually added a level of quality to my life I would not have experienced otherwise.
I love my clients. And even more so, I like every single one of them. While new clients become part of the FCU family all the time, a great many clients have been so 15 to 25 years. Some over 25 years. Of course, our meetings and phone calls most often revolve around finances, but I can’t actually recall a meeting that didn’t also delve into family news, grandchildren graduating, children getting married, illnesses, vacations, and just life in general.
Imagine what it’s like for me, having a client with children, and with a goal of sending those kids to college. Imagine mapping out those plans, and over the years, reviewing them and keeping them up to date. Now just imagine how good it feels, after all this time, as my clients are sending these kids (and grandkids) off to college or having them come back graduates. And I’ve been there for the entire journey. I can’t explain how fulfilling that is. I can’t describe what it’s like to help clients get ready for retirement, having helped them throughout their entire journey.
And yes, there are difficult times also. If you’re going to have clients for a long time, there will be some who eventually leave this life. I’ve been to many funerals, and I’ve had some really special clients pass on. But I can say goodbye knowing I played a positive role in their lives, and hold the memory of our relationships with fondness.
It's all an amazing feeling. But mostly, I am so grateful for the relationships. As mentioned, running this practice takes a lot of time and effort, and these relationships add quality to my life, not take from it.
Thank you to everyone who touched or made contact along the way. Thank you to my clients who’ve stuck with me through everything, thank you to my wife, Wendy, who stuck with me through some pretty rough times in the very beginning, and thank you to everyone else who’s played a role along the journey. You’ve all made my life deeper and more fulfilling.
Till next year, have a great 2024.